NEW YORK (TheStreet) -- CHANGE IN RATINGSAlmaden Minerals ( AAU) was downgraded to sell at TheStreet Ratings. Bank of America ( BAC) was upgraded at Morgan Stanley to overweight. $16 price target. Earnings are at an inflection point and should exceed consensus expectations, Morgan Stanley said. Caterpillar ( CAT) was upgraded at J.P. Morgan to overweight from neutral. $100 price target. Risk/reward has become more favorable, J.P. Morgan said. Compass Minerals ( CMP) was downgraded at BMO Capital to underperform from market perform. $75 price target. Expect the company to miss first-quarter estimates, BMO Capital said. Community Health was upgraded at Robert Baird to outperform from neutral. $56 price target. Stock has pulled back 15% from its recent highs, Robert Baird said.
Informatica ( INFA) was upgraded at J.P. Morgan to neutral from underperform. $32 price target. Company can post higher license revenue, J.P. Morgan said. Sempra Energy ( SRE) was downgraded at ISI Group to neutral from buy. Company faces regulatory risks, ISI said. TCF Financial ( TCB) was upgraded to buy at TheStreet Ratings. Veeco Instruments ( VECO) was upgraded at Oppenheimer to outperform from perform. $42 price target. Worst appears to be behind the company, Oppenheimer said.
Western Union ( WU) was downgraded at Citigroup to neutral. Remittance trends have weakened through the first quarter of 2013, and a recovery in the key U.S.-Mexico corridor is lacking, Citi said. Price target is now $15. Yum! Brands ( YUM) was downgraded at Bank of America/Merrill Lynch to underperform from buy. $60 price target. Estimates also cut, given lower China earnings, BofA/Merrill said. STOCK COMMENTS/EPS CHANGES Apple ( AAPL) price target was lowered at FBR Capital Markets to $525. Company lacks near-term catalysts, FBR Capital Markets said. Outperform rating. Ameriprise ( AMP) estimates were increased because of the company's first-quarter earnings beat, UBS said. The biggest upside surprise can come from Advice & Wealth Management, UBS said. Caterpillar's price target and estimates were reduced at UBS. Estimates were reduced through 2014 to reflect weakness in the mining business, said UBS. Price target was reduced to $85. Caterpillar estimates and price target were reduced at BMO Capital. Company is seeing lower volumes, BMO Capital said. Outperform rating and new $96 price target.